Method Community

[quote user="NeilRick"]Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions and date differences?[/quote] You could use the recurring activity feature when creating a new activitiy.  The basis for recurring is quite flexible so you should ...

Hi!  Hoping someone can help me here. I've written a code to calculate when Qty x rate doesn't get to a minimum amount, that Method should put the minimum in the Amount field.  I have this set to work when there is a text change on the Item field in the Invoice Line Item (I have already entered the quantity).  It works ...

Yup, it works now, and yes, I probably hit finished editing fields. I was wondering why the TenantID field wasn't showing up in there. It is showing up now. Did you see my earlier post about the CreateMethodUserV2 call? Thanks for getting the account straightened out.

I solved my problem. I just needed to use the existing BudgetID dropdown field, chosing the columns I wanted displayed instead of adding a new drop down object. It's all working great now. 

...and I bet the reason the Campaign worked was because you went into Customize > Tables / Fields and hit Finish Editing fields between your original post and my response that it 'should work'. Sound about right?  Paul

Matt - I just regenerated all the field definitions on the account in question. I have a hunch as to why they weren't generated the first time.  Can you try now? paul

[quote user="NeilRick"]I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks.[/quote] This is no specific guide or webinar on this topic.  What you see in Method as far as table structure/naming is how it would appear in QuickBooks - however you can't see ...

Hello, I have customized Activity, Time Tracking and Project screens. I'm not using the Method process to track projects, and am not utilizing any contract types, budgets or line items.  My goal is to be able to link/relate a time entry and/or an activity to a project from the subject screens (Activity/Time ...

Sorry, I meant to include that, CampaignStatus is the table I am getting the error on.

[quote user="Blake C"]I'm just telling the person to shut down Method Int. Engine BEFORE doing payroll to cut down the chance of these pieces of software tripping up on one another.[/quote] It sounds like the computer isn't shutting down the program correctly if QB through it was still running.  I'm not sure the time ...